Quality Taxable Products

Haverford Quality Intermediate Government/Credit Fixed Income

This strategy invests in investment grade U.S. debt securities utilizing an active, relative-value based management strategy. It has a greater overall allocation to the government (treasury/agency) and credit sectors of the fixed income market than the Haverford Quality Intermediate Taxable Fixed Income strategy but still allows the flexibility to include mortgage-backed securities. It is benchmarked against the Barclays Capital Intermediate Government/Credit Index.  Customizaton is available to meet the needs of the individual investor.

Haverford Quality Taxable Fixed Income

This strategy invests in investment grade U.S. debt securities with an active, relative-value based management strategy. It includes government, agency, mortgage pass-thru securities, corporate securities and asset-backed securities. It is benchmarked against the Barclays Capital Aggregate Index and has a longer duration target than the Haverford Quality Intermediate Government/Credit strategy.

Cash Plus

This strategy invests in investment grade U.S. debt securities utilizing an active, relative-value based management strategy. It seeks to provide an alternative to money market funds or equivalent short-term vehicles while still providing attractive relative income with capital preservation.

Each strategy can be applied in a custom manner to shorter duration assignments.